Lucas Manuel

Investment Operations Coordinator

Lucas Manuel is a dedicated and detail-oriented individual with a strong background in finance and a passion for the investment management industry. He plays a crucial role in supporting the day-to-day operations of our investment management team.

He supports the firm in staying updated with relevant regulations and assists in implementing necessary changes to operational processes. His strong analytical and problem-solving skills, combined with a continuous learning mindset, make him an invaluable asset to our team.

Lucas obtained a bachelor’s degree in financial planning from the University of Illinois.

Outside of work, Lucas stays active and enjoys playing golf and basketball, as well as attending sporting events and concerts. He is dedicated to personal growth and continually seeks opportunities for professional development to enhance his skills and knowledge within the investment management field.

Josh Gerry

Chief Executive Officer

Josh Gerry is redefining succession planning for wealth advisors.

Widely recognized as one of the industry’s leading voices on advisor succession, Josh Gerry is CEO of VestGen Wealth Partners and a 2025 Luminaries Finalist in the M&A Leader of the Year category. He spearheaded the unprecedented merger of 10 advisory practices in December 2024 to launch VestGen, creating a fully integrated wealth management firm that empowers advisors to transition with confidence and aims to ensure clients’ continuity of care across generations. His leadership was recently profiled in a full-page InvestmentNews feature, “Seeking Success from Succession.”

With more than three decades in wealth management, Josh brings deep experience in succession, M&A, and growth strategy. Prior to VestGen, he co-founded Professional Wealth Advisors, LLC, where he scaled the firm to over $10 billion in assets while guiding advisors through successful practice transitions. He later served as CEO of Impetus Wealth Strategies, securing capital commitments to fuel advisor succession and expansion. His earlier leadership roles at AXA and MetLife gave him a deep understanding of large-scale advisor transitions across enterprise firms.

At VestGen, Josh leads the firm’s mission to solve one of the industry’s most pressing challenges: the $13 trillion in assets expected to transition as nearly 40% of advisors retire in the next decade. Josh brings both credibility and conviction to building the next generation of advisor leadership. He is a frequent speaker at industry conferences and contributes thought leadership on the future of succession planning and advisor M&A.

Josh holds a B.S. in Business Economics from UCLA.